Envestnet Asset Management
EFOR

Envestnet Asset Management’s Everforth Inc EFOR Stock Holding History

Envestnet Asset Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
27,271
+10,056
+58% +$448K ﹤0.01% 3443
2025
Q4 		$829K Sell
17,215
-4,654
-21% -$215K ﹤0.01% 3376
2025
Q3 		$1.04M Sell
21,869
-7,449
-25% -$380K ﹤0.01% 3307
2025
Q2 		$1.46M Buy
29,318
+8,518
+41% +$465K ﹤0.01% 3029
2025
Q1 		$1.31M Sell
20,800
-8,867
-30% -$683K ﹤0.01% 3015
2024
Q4 		$2.47M Sell
29,667
-2,186
-7% -$200K ﹤0.01% 2564
2024
Q3 		$2.97M Buy
31,853
+14,812
+87% +$1.37M ﹤0.01% 2423
2024
Q2 		$1.5M Buy
17,041
+899
+6% +$85.9K ﹤0.01% 2766
2024
Q1 		$1.69M Sell
16,142
-2,202
-12% -$213K ﹤0.01% 2687
2023
Q4 		$1.76M Sell
18,344
-3,122
-15% -$273K ﹤0.01% 2550
2023
Q3 		$1.75M Buy
21,466
+7,035
+49% +$560K ﹤0.01% 2449
2023
Q2 		$1.09M Sell
14,431
-4,872
-25% -$350K ﹤0.01% 2689
2023
Q1 		$1.6M Sell
19,303
-7,324
-28% -$635K ﹤0.01% 2343
2022
Q4 		$2.17M Sell
26,627
-1,516
-5% -$133K ﹤0.01% 2108
2022
Q3 		$2.54M Sell
28,143
-1,764
-6% -$171K ﹤0.01% 1941
2022
Q2 		$2.7M Buy
29,907
+1,129
+4% +$116K ﹤0.01% 1905
2022
Q1 		$3.36M Sell
28,778
-393
-1% -$44.5K ﹤0.01% 1853
2021
Q4 		$3.6M Buy
29,171
+3,775
+15% +$462K ﹤0.01% 1786
2021
Q3 		$2.87M Buy
25,396
+1,096
+5% +$115K ﹤0.01% 1863
2021
Q2 		$2.35M Sell
24,300
-1,417
-6% -$145K ﹤0.01% 1947
2021
Q1 		$2.45M Buy
25,717
+2,196
+9% +$203K ﹤0.01% 1820
2020
Q4 		$1.97M Sell
23,521
-1,461
-6% -$112K ﹤0.01% 1769
2020
Q3 		$1.59M Buy
24,982
+850
+4% +$58.5K ﹤0.01% 1743
2020
Q2 		$1.61M Sell
24,132
-1,753
-7% -$93K ﹤0.01% 1700
2020
Q1 		$914K Sell
25,885
-814
-3% -$46.1K ﹤0.01% 1870
2019
Q4 		$1.9M Buy
26,699
+666
+3% +$43.5K ﹤0.01% 1638
2019
Q3 		$1.64M Sell
26,033
-392
-1% -$24.2K ﹤0.01% 1659
2019
Q2 		$1.6M Sell
26,425
-8,283
-24% -$498K ﹤0.01% 1687
2019
Q1 		$2.2M Buy
34,708
+668
+2% +$41.8K ﹤0.01% 1425
2018
Q4 		$1.85M Buy
+34,040
New +$2.22M ﹤0.01% 1385
2018
Q3 		– Sell
-11,591
Closed -$906K – 1321
2018
Q2 		$906K Buy
+11,591
New +$948K ﹤0.01% 1093
2018
Q1 		– Sell
-12,807
Closed -$824K – 2844
2017
Q4 		$824K Sell
12,807
-590
-4% -$35.7K ﹤0.01% 1282
2017
Q3 		$719K Sell
13,397
-1,639
-11% -$82K ﹤0.01% 1291
2017
Q2 		$813K Sell
15,036
-3,362
-18% -$173K ﹤0.01% 1273
2017
Q1 		$893K Buy
18,398
+264
+1% +$12.2K ﹤0.01% 1262
2016
Q4 		$800K Sell
18,134
-520
-3% -$20.7K ﹤0.01% 1275
2016
Q3 		$677K Sell
18,654
-6,302
-25% -$234K ﹤0.01% 1419
2016
Q2 		$922K Buy
24,956
+5,922
+31% +$218K ﹤0.01% 1363
2016
Q1 		$703K Buy
19,034
+2,120
+13% +$74.8K ﹤0.01% 1484
2015
Q4 		$760K Buy
16,914
+1,670
+11% +$73K ﹤0.01% 1412
2015
Q3 		$563K Sell
15,244
-26
-0.2% -$987 ﹤0.01% 1545
2015
Q2 		$600K Buy
15,270
+1,045
+7% +$39.9K ﹤0.01% 1636
2015
Q1 		$546K Buy
14,225
+14,220
+284,400% +$518K ﹤0.01% 1528
2014
Q4 		$0 Sell
5
-87
-95% -$2.62K ﹤0.01% 2496
2014
Q3 		$2K Sell
92
-65
-41% -$2.02K ﹤0.01% 2480
2014
Q2 		$6K Hold
157
– – ﹤0.01% 2214
2014
Q1 		$6K Sell
157
-193
-55% -$6.47K ﹤0.01% 2035
2013
Q4 		$12K Hold
350
– – ﹤0.01% 1665
2013
Q3 		$12K Hold
350
– – ﹤0.01% 1634
2013
Q2 		$9K Buy
+350
New +$8.81K ﹤0.01% 1686

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management's EFOR Position: Q1 2026 in Review

Envestnet Asset Management increased its Everforth Inc (EFOR) stake by 58% in Q1 2026, buying an estimated $448K and bringing the position to 27,271 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Envestnet Asset Management first reported a position in EFOR in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.6M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Envestnet Asset Management held 27,271 shares of Everforth Inc worth $1.06M as of Q1 2026.
  • Envestnet Asset Management bought 10,056 Everforth Inc shares in Q1 2026, an estimated $448K.
  • Everforth Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3443 holding.
  • Envestnet Asset Management first reported a position in Everforth Inc in Q2 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's Everforth Inc position peaked at $3.6M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.